1. Client Relationship Management:
• Build and maintain strong relationships with existing and potential clients.
• Understand clients' financial goals, risk tolerance, and trading preferences.
2. Sales and Service:
• Promote company services and products to clients, identifying opportunities for upselling.
• Provide personalized assistance and support to clients, addressing their queries and concerns promptly.
3. Spot possible prospects and alert the sales team so they can take action.
4. Inform customers about the company’s goods, services, and promotional deals.
5. Respond quickly to customer complaints and problems.
6. Perform consumer satisfaction surveys and suggest methods to raise it.
7. Collaborate with internal divisions to make sure the business fulfills client requirements.
8. Control the client relationship management system.